Survey Research & Economic Data

Preparing for the Next Level of Financial Planning & Analysis

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The Association for Financial Professionals (AFP) and APQC partnered in the study Preparing for the Next Level of Financial Planning & Analysis. 

Research findings reveal that while FP&A is a maturing discipline, a few inhibiting factors remain. Over half the survey participants report their scope includes elements of business advisory beyond the traditional forecasting, budgeting and reporting and 75 percent of time is spent gathering data or administering the process. Inadequate systems and tools are the most pressing challenge for their organization's FP&A efforts. 

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Industry Reports

Reports are available for seven key industry segments.

Industry Reports

Interactive Dashboards

Three different dashboards help you benchmark your organization's FP&A skills and structure by revenue, and your organization's technology use by effectiveness.


Contact [email protected] or call 301.907.2862 for more in-depth information, to read the full report or to arrange an interview with AFP Research.
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Bryan_Lapidus_web (002)Questions about this subject?
Contact Bryan Lapidus, AFP's Director of FP&A.